Firm Overview - FAQs

• How large is OPCM? Osborne Partners manages approximately $800 million for Individuals and Institutions.
• What is the firm's minimum relationship size? Our minimum portfolio size is $1,000,000.
• What types of client portfolios do you manage? We manage active wealth management portfolios for Individuals, and Large Cap Equities portfolios for Institutions in the form of separate accounts, wrap accounts, and in subadvisory relationships.
• Why do individuals hire OPCM? Our active wealth management product consistently optimizes a client's long-term risk and return profile.
• Why do institutions hire OPCM? Our consistent Large Cap Growth product has beaten the benchmark over the six rolling ten-year periods, with top performing risk metrics.
• Who will manage and service my portfolio? Each relationship is assigned a Team consisting of a lead portfolio manager, backup portfolio manager, client service manager, and a portfolio administrator.